APPA CAS Quick Start Guide

Using Tags to Assign Reviews

Tags are labels that you can place on applications to categorize them for any purpose. One way of working with Tags is to create Tags that indicate which reviewer should work with an application. Once the reviewer has completed their review, they can use the comments tab or add other Tags to indicate the results of their review.

To assign reviews using Tags:

1. Go to the Applications View and find an application you wish to assign.
2. From the Information Panel on the right, click the plus sign under Tags.
   
       
3. Start typing to name the Tag. You can choose a name that associates the application with the appropriate reviewer (e.g., Barry, Review Group 1, or November 15th Reviews).
4. Once you've created a Tag on one application, that Tag becomes available to use on other applications. So to use the Tag again, click on the plus sign and select the Tag from the list.
   
       

Assigning Tags in Batch

To save time, Tags can also be created and assigned in batch from the Applications View. To do this:

1. Navigate to the Applications View and click the checkboxes next to the applications you wish to Tag.
2. When the Batch Action menu appears, select Tag.
3. Type to create a new tag, or select the existing Tag(s) you wish to apply and click Update Tags.
   
       

After Tags have been created, you can group them for reviewers, interviewers, or others to see which applications they should work with.

Grouping Applications Based on Tags

Once you've started applying Tags to applications, you can create Filters or Segments to see which applications are assigned to each reviewer. To create a Filter or Segment based on Tags:

1. Go to the Applications View and click Add Filter on the left.
2. Select Tags from the drop-down.
   
       
3. Select the Tag(s) you'd like to focus on. For example, you may only want to work with Tags assigned to one reviewer.
   
       
4. Click APPLY.
5. The Filter is applied and the grid updates to only show applications with the Tag(s) you've selected.
6. If desired, you can save this Filter for later use or for other users to work with. To save the Filter as a Segment, click Create Segment at the bottom left.
7. Give the Segment a name, and if desired, categorize it. For example, you can create a category of Segments based on Tags.
   
       
8. Click Create Segment.
9. Your new Segment will be listed in the Segments area of the Application View. Any user with access to Segments can consult these Segments to see which applications are assigned to each Tag.
   
       

Exporting the Default PDF

The quickest way of exporting review results is to export the Default PDF. There's no configuration required to generate this file, which includes a cover page, attachments, documents, and other applicant data.

Since this PDF document includes the entire application, this method allows you to quickly create an export file without needing to select which sections you want to include. To export a Default PDF:

1. Navigate to the Applications View.
2. Click the checkbox near any application you wish to include in your export.
3. Click Export from the Batch Actions menu
4. Click Generate next to Default PDF.
   
       
5. A window appears confirming that your export is being processed. Wait for the export to finish and click the link to download it here, or dismiss the window.
   
       
6. If you dismiss the window or need to access the export again, click Downloads from the Activity section to download the file later.
7. The Evaluations section of the PDF file includes all review forms completed on the Application, along with the Reviewer's name, field responses, and Datestamp. The Evaluations are separated by headings displaying the name of the Evaluation Form used for the review.
   
       

You can also generate the Default PDF for an individual application by navigating to the desired application record, and selecting Export from the More Options (three dots) menu.

    

Configuring an Export Template with Review Results

If you don't want to export the entire application as described above, another way of exporting review results is to create a customized export file. Using this method, you can select the specific elements you wish to include in your PDF file. For example, you can configure a PDF export that only includes the Summary Page and Evaluation Form results. To configure an export file including review results:

1. Go to the Import/Export section of the Settings menu and click Exports.
   
       
2. Review the existing exports, or click Create Export to begin creating a new export file.
   
       
3. Select PDF Export.
   
       
4. Name the export file.
   
       
5. Enable the Customize Contents option to establish which sections of the PDF you'd like to include. To include review results, make sure Evaluations is checked.
   
       
6. Check and uncheck the sections as desired, then click Create Export at the bottom of the page.
7. Once you've configured this export file, it becomes available to select when generating an export file.
   
       
8. Once the files have generated, click the links to download them.
   
       
9. The Evaluations section of the PDF file includes all review forms completed on the Application, along with the Reviewer's name, field responses, and Datestamp. The Evaluations are separated by headings displaying the name of the Evaluation Form used for the review.
   
       

Exporting All Application Data into a JSON File

The easiest way of extracting all applicant data into a single file is to use the Default JSON Export option. This option sends all the included applicants' data into a JSON file without any additional configuration. JSON is a format commonly used to transmit data from web applications but, unlike a Speadsheet Export, it isn't easily readable in Excel. Instead, JSON files are typically imported into another system. For a more readable file containing all application data without additional configuration, you may choose to export the Default PDF file.

To create a Default JSON Export file:

1. Navigate to the Applications View.
2. Use Segments, Filters, or the Search bar to find the applications you wish to include in your export. Select them individually or use the top checkbox to select all applications.
3. Click Export from the Batch Actions menu.
4. Click Generate next to Default JSON.
5. A window appears confirming that your export is being processed. Wait for the export to finish and click the link to download it here, or dismiss the window.
   
       
6. If you dismiss the window or need to access the export again, go to the Downloads in the Activity section to download the file later.

Exporting All Application Data into an Excel File

If you prefer to export all application data into an Excel file, you can do this by configuring a Spreadsheet Export Template with all fields included. To do this:

1. Go to the Import/Export section of the Settings menu and click Exports.
   
        
2. Click Create Export to begin creating a new export file.
   
       
3. Click Tabular/Spreadsheet.
   
       
4. Name the export file, and select from the Comma Delimited, Tab Delimited, or Fixed Width style types. The most common option is Comma Delimited, but your needs may vary.
   
       
5. In the Columns area, add the fields you wish to include in your export by finding them on the Available Fields panel and clicking to add them. You can also drag-and-drop them into your desired order.
   
       
6. Where applicable, click the plus sign near any section to add all of its fields. Fields you have already included appear with a checkmark beside them.
   
       
7. For fields that involve multiple data points, a Pivot window appears allowing you to select which columns to include. To do this:
   • Drag the desired columns from the left to the right.
     
     
   • Order them as desired.
   • Select the number of rows you'd like to include. For example, for Colleges Attended, if you set this number to 5, five colleges and their corresponding data will be included in your export. The remaining data is excluded.
   • Check the Resulting Column Headers section to review how your column headers will appear in the resulting export.
   • Click Update to save your changes.
   • To make changes to the selected fields once you've dismissed this window, click the Pivot Table icon on the corresponding field.
     
     
8. When you’re done configuring the export, click Create Export.